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Osborn Williams & Donohoe’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Osborn Williams & Donohoe’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-300
Closed -$9K – 676
2019
Q1 		$9K Buy
+300
New +$8.34K ﹤0.01% 642

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osborn Williams & Donohoe's XLU Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2019, closing a stake of 300 shares — an estimated $9K sold.

Osborn Williams & Donohoe first reported a position in XLU in Q1 2019 and held it in 1 quarter. The position peaked at $9K in Q1 2019. 754 funds tracked by Wall St. Rank hold XLU as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 300 State Street Utilities Select Sector SPDR ETF shares in Q2 2019, an estimated $9K.
  • Osborn Williams & Donohoe first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's State Street Utilities Select Sector SPDR ETF position peaked at $9K in Q1 2019.
  • 754 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.